Curriculum / Module 01
Foundation · Free1.5 hours4 lessonsTimed assessment

The Machine Behind the Money

How modern AI actually works

A plain-language account of what a large language model actually is, written for a numerate professional who has never seen a line of code and must never be assumed to have. It explains tokens, training and prediction; why generation is not retrieval; why hallucination is a structural property rather than a bug; and it draws the distinctions the rest of the course depends on — between narrow, generative, multimodal and agentic AI. By the end you can judge, from the mechanism rather than the marketing, where a tool can and cannot be trusted with money and personal data.

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By the end of this module, you can
  • Explain in plain terms how a generative model produces text or an image, and why the same prompt can yield different and sometimes fabricated output.
  • Distinguish narrow, generative, multimodal and agentic AI, and say which financial tasks each is suited to and unsuited to.
  • Judge from the mechanism, not from marketing, where a tool can and cannot be trusted with money and personal data.
Skills taught
  • Reading a model's claims critically
  • Separating retrieval from generation
  • Recognising hallucination and over-confidence
  • Matching tool class to financial task

Lessons in this module

L1
Tokens, training and prediction: what the machine is actually doing
Explain, without code, how a large language model is trained and how it produces output one token at a time.
20 min
L2
Generation is not retrieval: why hallucination is structural
Explain why fabricated output is an inherent property of generative models, recognise its typical forms, and state the professional consequence.
20 min
L3
Four kinds of AI: narrow, generative, multimodal, agentic
Distinguish the four classes of AI the course uses, and match each to the financial tasks it suits and does not suit.
20 min
L4
Judging trust from the mechanism: money, personal data, and the line
Apply a mechanism-based decision routine to determine what an AI tool may be trusted with at your desk.
15 min
Case 01.1
Case file: The confident answer
An applied fact pattern worked against a model resolution, followed by the timed assessment (25 minutes, pass mark 70 percent).
15 min

How it lands across the four desks

Fraud & AML

You learn why a synthetic document or a fabricated narrative can look flawless: the machine that produced it was built to generate plausibility, not truth. That mental model is the foundation of every detection skill in Modules 2 to 4.

Compliance & Risk

You learn why a confident, fluent answer from an AI assistant can still be wrong — and measurably often is on legal questions — and why verification against primary sources is a control, not a courtesy.

Wealth & Advisory

You learn why a client-ready draft still needs checking, what the model does and does not know about your client, and how to use generative tools for speed without inheriting their fabrications.

Credit & Underwriting

You learn why a score is a prediction, not a fact: the same statistical machinery that powers a chatbot's next word powers the probability behind a credit decision, with the same structural limits.

Key literature · 6 sources

Every module rests on a verified scholarly and institutional evidence base. The full core and further reading lists open with the module.

  • Vaswani, A. et al. (2017) 'Attention Is All You Need.' NeurIPS 2017. arxiv.org/abs/1706.03762 — the transformer architecture underlying modern language models.
  • Shanahan, M. (2024) 'Talking About Large Language Models.' Communications of the ACM 67(2) — the discipline of describing what models actually do.
  • Ji, Z. et al. (2023) 'Survey of Hallucination in Natural Language Generation.' ACM Computing Surveys 55(12) — why fabrication is structural.
  • Bender, E. M., Gebru, T., McMillan-Major, A. & Shmitchell, S. (2021) 'On the Dangers of Stochastic Parrots.' FAccT '21 — pattern fluency without truth-tracking.
  • Bommasani, R. et al. (2021) 'On the Opportunities and Risks of Foundation Models.' Stanford CRFM — why one model's failure modes propagate everywhere.
  • SARB Prudential Authority & FSCA (2025) 'Artificial Intelligence in the South African Financial Sector' — the local adoption, risk and skills picture; the sector-survey findings cited throughout this module.
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